C

Cohen & Company

Tax, assurance, and advisory services provider

Overview

Cohen & Company provides tax, assurance (auditing), and advisory services to a broad range of industries, including digital assets, investment funds, real estate, manufacturing, private equity, technology, life sciences, and construction. Its work covers tax planning and compliance, financial statement audits, and strategic financial consulting, with analysis, reporting, and ongoing support tailored to each client. The firm differentiates itself through long-standing experience since 1977, deep industry expertise (including niche areas like digital assets), a culture focused on inclusivity and learning, and a strong alumni network that enhances collaboration across engagements. Its goal is to help clients navigate complex financial and regulatory landscapes, reduce risk, and improve financial performance for sustainable growth.

Significant Headcount Growth

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About Cohen & Company

Simplify's Rating
Why Cohen & Company is rated
C
Rated B on Competitive Edge
Rated C on Growth Potential
Rated D+ on Differentiation

Industries

ConsultingCrypto & Web3Financial Services

Company Size

501-1,000

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

$8.1M

Headquarters

Cleveland, OH

Founded

1977

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What believers are saying

  • October 23, 2026 brought ETF Express's 'Best ETF Auditor' award, strengthening credibility.
  • June 2026 Gordon Advisors added eight leaders and expanded Michigan into a major market.
  • October 5, 2026 private credit advisory launch diversifies revenue beyond SPACs and audit work.

What critics are saying

  • Nov. 10, 2026 CEO Lester Brafman resigned, and Daniel Cohen assumed control immediately.
  • SPAC revenue concentration remains dangerous; 2025 capital markets generated 67% of company revenue.
  • If SPAC issuance weakens, Cohen & Co faces a fast earnings collapse within 2027.

What makes Cohen & Company unique

  • Cohen & Co is third-largest U.S. registered-fund auditor, auditing over 2,700 funds.
  • Its 2026 advisory buildout spans forensic, valuation, transaction, and Office of CFO services.
  • Lovell Minnick-backed acquisitions since 2024 broadened Michigan, tax, and private-client capabilities.

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Funding

Total Funding

$8.1M

Above

Industry Average

Funded Over

0 Rounds

Benefits

  • Medical, Dental, & Vision Insurance
  • Assistance with retirement/investment planning
  • 401(k) match
  • HSA & FSA
  • Parental Leave
  • Life Insurance
  • Pet Insurance
  • Payment, guidance and support for credentials such as the CPA and others
  • Firm learning subscriptions
  • Community volunteer activities
  • Volunteer time off
  • Firm-sponsored activities

Growth & Insights and Company News

6 month growth

8%

1 year growth

11%

2 year growth

11%
PR Newswire
Sep 14th, 2026
Cohen & Co appoints Rory Wilson as partner to lead Forensic Services Group

Cohen & Co has appointed Rory Wilson as partner and leader of its Forensic Services Group in Philadelphia. Wilson brings over 20 years of experience advising multinational corporations, board committees and external counsel on forensic accounting, financial investigations and fraud risk management. Wilson specialises in anti-bribery, anti-corruption and anti-money laundering compliance. He has worked with international regulatory and law enforcement agencies across highly regulated industries including financial services, energy, technology and life sciences. He holds a Certified Fraud Examiner designation and is certified in corporate investigations by the City of London Police. The Forensic Services Group provides technology-enabled investigative and compliance services to organisations, boards and legal counsel. Cohen & Co has 900 professionals across 15 US offices.

PR Newswire
Jul 17th, 2026
Cohen & Co appoints Brian Ganser as partner in charge of advisory practice

Cohen & Co has appointed Brian Ganser as partner in charge of advisory, effective 13 July 2026. Ganser will oversee strategy, growth and operational performance of the firm's Advisory Practice, including its Office of the CFO, Transaction Services and Valuation teams. With over 25 years of experience, Ganser has led and advised middle market organisations through growth and transformation. Throughout his career as entrepreneur, CEO and adviser, he has worked with founders, management teams and private equity investors on growth acceleration, strategic acquisitions and ownership transitions. The firm's Advisory Practice has expanded significantly through organic growth and recent mergers and acquisitions. Cohen & Co has acquired several firms since 2024, including Tax & Wealth Management, Tassi and Company, and Gioffre & Company. Ganser is based in the firm's Chicago office.

PR Newswire
May 5th, 2026
Cohen & Co hires Andrew Palko as partner for asset management assurance services

Cohen & Co has appointed Andrew Palko as partner in its Asset Management Group, based in Chicago. Palko brings nearly 25 years of experience working with asset management firms, banking institutions and private equity firms, specialising in financial accounting, audits and regulatory compliance. He holds a master's degree in Professional Accountancy from Indiana University and completed Harvard's Leadership Programme. Palko will focus on private and registered fund assurance services. The appointment strengthens Cohen & Co's Asset Management Group, which serves funds and asset managers globally. The firm is the third-largest auditor of registered funds in the US and fifth-largest auditor of public and private fund assets worldwide, auditing over 2,700 funds. Founded in 1977, Cohen & Co has more than 800 professionals across 15 US offices.

Yahoo Finance
Mar 6th, 2026
Cohen & Company reports 246% revenue surge as Capital Markets unit soars 370%

Cohen & Company Inc. reported 246% total revenue growth in Q4 2025, driven primarily by Cohen & Company Capital Markets, which saw revenue surge 370% year-over-year and now accounts for 67% of company revenue. The firm maintained its number one ranking in SPAC IPO underwritings and led in de-SPAC advisory transactions. The company achieved $2,300,000 revenue per employee with 126 staff members and successfully closed its Columbus Circle Capital Corp I SPAC, generating $33 million in principal transactions revenue. For 2026, management expects Q1 revenue to substantially exceed prior-year levels. Strategic priorities include reducing SPAC dependency by expanding into traditional M&A mandates and scaling its fixed income trading business to $60-65 million. The firm plans to add eight fixed income staff and five investment banking employees, including three to five new managing directors.

The Youngstown Publishing Company
Mar 6th, 2025
Cohen & Co. Acquiring Accounting, Consulting Firm Tassi and Co.

Cohen & Co. acquiring accounting, consulting firm Tassi and Co.

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